Life insurance policy reviews: 6 key questions explored
July 19, 2016 by Warren S. Hersch
Reviewing a client’s or prospect’s life insurance coverage needs might seem straightforward.
But too often, agents and advisors overlook critical questions that can result in a poor product recommendation — one that fails to meet income replacement, living benefit, wealth transfer or other planning needs.
To get better acquainted with policy review issues, LifeHealthPro interviewed Palmer Williams, a national sales director at Saybrus Partners, a provider of insurance and annuities solutions. The conversation explored issues germane to determining the appropriate policy size and type. Click HERE to read. LifeHealthPro articles may require free registration to view.